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Pathway: Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices. Make A Payment D...
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Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments ...
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Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions Fi...
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Pathway: Customer Portal > Manage Wallet The Manage Wallet screen displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer required. Manage Wallet Field ...
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The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:" Division and Priority filters have been added as available filtering options. Columns 'Division' and 'Type' were added. Di...
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In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. Pathway: Customer Portal > Create Work Order ...
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Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access. Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...
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Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. Pathway: Custom...
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An enhancement has been made to the Attachments tab in Edit Service Record to include an 'Available in NavuNav' checkbox option. Pathway: Service Record > Attachments (tab) ...
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A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. Pathway: Setup > System > System Options > ...